When you open an account with Épargne Placements Québec, your savings products are held in a book‑based system. Registration in this system confirms ownership, in the name of the account holder, of the products registered in his securities portfolio.

Certain information entered in the system in the account holder’s file is used to authenticate his identity (and in certain cases that of his representative or attorney) when he wants to carry out transactions.

Accordingly, it is essential that the account holder check all information received from Épargne Placements Québec to ensure that the data entered in the system are accurate.

Advantages of the book‑based system include:

  • access to the “Online Transactions” section, allowing you to consult your portfolio value and statements at any time;
  • option to carry out transactions online or by telephone;
  • simplicity and security of transactions.

For more information on the book‑based system, go to the How to proceed section.

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